Helping Healthcare Providers Lower taxes, invest smarter, and planning for tomorrow.

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Financial Planning

With a deep bench of talent, we, can help you prepare, review and adjust your long and short term goals. We work with some of the best and brightest investment advisors to find the right fit for your needs.

CFO Services

We delivers wide range of services for mid-size organizations, small businesses and entrepreneurs, including traditional accounting and tax services. But we go further, offering sophisticated CFO services that include budgeting and forecasting, mergers/acquisitions consulting, financial process improvement, report development and more.

Tax Accounting

Get out from under piles of paperwork, clean up your books, and get back to growing your business.

Always know and understand how your business is performing.

Make better decisions by having access to reliable financial information and guidance.

The Process

Introduction Call

Compiling your Info

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Creating a Plan

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Live With Confidence

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Simplifying the Process

Get financial planning, tax and investment management all in one easy subscription package.
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Not ready to start? We can still help.

Our experienced accountants will handle the accounting for your company, freeing up your time to spend elsewhere in your business or personal life. The financial information from up-to-date accounting records provides you with timely insight into how your business is performing..

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The Team

Sarah Wallace, DMD

To be a successful investor, you don't need to take excessive risks and be involved in all sorts of financial instruments. You need to understand your risk appetite and understand a few asset classes well. Stay within your boundaries, and your wealth will grow at a decent pace.

Harrison Wallace

We live in an age where balancing uncertainty in several different areas is changing; from careers, real estate, healthcare costs, to rising education costs, aging parents, and longer life expectancy. With a flood of information, being able to make the right decision individually requires planning and thought.

Debra Karen, EA

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